Money Purchase · DOL Form 5500 · 2024

Bethel Management, Inc. Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
31st
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Bethel Management Investment Trust · Sponsored by Bethel Management, Inc. · South Carolina · Real Estate

$2M in assets, 1 participants

Bethel Management, Inc.'s Bethel Management Investment Trust reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 31st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,300 in Real Estate (4,605 peers)

2024 asset change

Bethel Management Investment Trust grew sharply 25.1% in 2024 ($2M → $2M) for 1 participant.

#2,300
in Real Estate (4,605 peers)
+25.1%
assets growth YoY

Bethel Management Investment Trust among the smaller filed plans by assets

Bethel Management Investment Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,250,011 31st percentile higher than 31% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Bethel Management Investment Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bethel Management Investment Trust is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 261870510 · Bethel Management, Inc. PY 2024 · Money Purchase

Bethel Management Investment Trust · $2M · 1 · 31st

  • EIN $2M
  • EIN 1
  • EIN 31st
  • EIN Money Purchase
  • EIN near Fairview Savings and Loan Association Money Purchase Plan
  • EIN ind #2300

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in South Carolina →

Bethel Management Investment Trust in the asset neighbourhood

Windes, Inc. Money Purchase Pension Plan IIIWindes, Inc. Money Purchase …$2MBethel Management Investment TrustBethel Management Investment…$2MFairview Savings and Loan Association Money Purchase PlanFairview Savings and Loan As…$2MErnie Z. Park, Inc. Money Purchase Pension PlanErnie Z. Park, Inc. Money Pu…$2MPsychiatric Center Inc Profit Sharing Retirement PlanPsychiatric Center Inc Profi…$2M
End-of-year total assets ($M) among Bethel Management Investment Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$451K
Employer EIN261870510
Plan Effective Date2008-03-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in South Carolina

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Bethel Management Investment Trust vs. nearby Money Purchase plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Bethel Management Investment Trust, Total assets ($B): 0.002250011 · Participants: 1Bethel Management Investment TrustNational Electrical Annuity Plan, Total assets ($B): 18.070198898 · Participants: 86141National Electrical Annuity PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Tiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanKaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement Plan
Bethel Management Investment Trust vs. nearby Money Purchase plans in South Carolina, assets vs. participants
Compare Bethel Management Investment Trust side-by-side with 3 peers →

Bethel Management Investment Trust's out-of-state Money Purchase peers by assets and headcount

Outside South Carolina, the nearest Money Purchase by assets is Fairview Savings and Loan Association Money Purchase Plan in OK ($2M); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bethel Management Investment Trust assets move in 2024? ▼
Bethel Management Investment Trust grew sharply - up 25.1% during 2024, from $2M to $2M. Reported net income was $451K.
Which Money Purchase plans are similar in size to Bethel Management Investment Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Fairview Savings and Loan Association Money Purchase Plan in OK ($2M, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Bethel Management Investment Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Eduardo Mccormack Retirement Plan in PR (1 participant, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261870510.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.